Working with client lightboxes and carts

In addition to the functions offered by Lightbox Collaboration, staff members can work with client lightboxes and carts with functions built into the User management pages and the client facing pages. You can also add files to a client’s lightbox on the preview pages which is described in the article Preview page user actions. You can also read the article Lightboxes for further general information about the lightbox functions. To learn how you can add an order to a user’s account, read the article Creating orders into user accounts.

Recommended reading

Getting started

Find the user first by use of the search function at the top of the User management page. In the files column of the overview, click on the link x files in y lightboxes – where x is the number of files and y is the number of lightboxes in the user’s account. This will open the lightbox action panel underneath the user’s row in the overview.
Or to view the files that are in the user’s cart, click on the link x files in cart.

Viewing lightbox contents

Select the user’s lightbox that you want to view in the dropdown in the action panel on the left. The thumbnails will appear. To view the file details, click on the thumbnail and the properties dialog will appear. On the Use information properties sheet, you’ll be able to see if the file is in other lightboxes, galleries, carts and/or orders.

Adding files to a user’s lightbox

In the dropdown on the left in the action panel, select the lightbox that you want to change. Click on Add file to this lightbox to open the lookup dialog. Find the file you want to add and click on its thumbnail to add it to the user’s lightbox.

Copying files from one of your lightboxes into a user’s account

Click on the link Copy files from a lightbox into this account at the top of the action panel. A dialog will appear. Select one of your lightboxes in the dropdown box and enter a name for the lightbox that you want to create. Click Copy at the bottom to create the lightbox into the user’s account.

Copying files from another user’s lightbox into the user’s account

Click on the link Copy files from a lightbox into this account at the top of the action panel. Click on the radiobutton another user’s lightboxes. Enter a user account or name into the input box and click the Find user account button. In the list, click on the user account to select it. The list will disappear and the user details will show. The lightbox dropdown now lists the lightboxes that exist in that account. If you need to select another user, click the Find button again. Select the lightbox that you want to copy, enter a name for the lightbox that is to be created and click Copy at the bottom.

Copying a lightbox from the user to another user’s account

To copy the select lightbox from the user to any other user’s account, click the link Copy this ightbox into another user’s account. In the dialog, type the name, user account id or other details to find the user and click the Find user account button. Click on the user name in the list that will appear. Enter a name for the lightbox that you are about to create and finally click Copy at the bottom of the dialog.

Sending a link to any user’s lightbox

Click on Send lightbox link to send an e-mail with a link to the lightbox that you have selected in the action panel – to send a link to any e-mail address. Lightboxes can be accessed by any user (without having to sign in or the need to have an account).

Download metadata

Use this function to download a CSV file with the metadata of the files in the user’s selected lightbox.

Copying files from one of your lightboxes into the user’s cart

When viewing the user’s cart, click on Copy lightbox into cart. A dialog appears that lets you select one of your lightboxes. This function will copy all of the files into the user’s cart.

Adding one file to the user’s cart

Click Add file to cart to open the file search dialog. Find the file that you want to add and click on the thumbnail to add it to the user’s cart.

Creating an order into the user’s account

You can create an order in the user’s account by clicking Create order into account. The dialog lets you choose a lightbox to copy files from and you can configure the permissions on the order, whether or not to notify the user. It is recommended to select the option “Open order in administrator’s view”. This will load the order so that you can enter prices, descriptions and other information before making the order available to the user/client. For further information read Creating orders into user accounts.

Copy to my lightbox

This function lets you copy the files that the user has in the cart, to one of your own lightboxes.

Copy to my cart

Use this function to copy the files from the user’s cart into your own cart.